Aviva Share Discussion Threads

[cjac39] 06/7/2020 21:34

Here’s hoping this is correct. Despite the clear logic to doing something with the consortium of businesses it’s not clear to me what’s optimal.

My sense having looked at them and spoken to some AV execs is that the European businesses should be high up the list for the chop.

They are risky and distracting and managing multiple post Brexit regulators sounds like it will take a disproportionate amount of time relative to the profit. No idea who would be interested in these.

I don’t really have a view on Canada but it seems a curious thing to have.

Selling Asia looks more straightforward and anyway it’s not really scale.

So for me I would be quite happy if they kept uk life and non life as both are good businesses with solid , top 3 footprint.

There is so much more to go for in U.K. life with dB derisking and I think wba has highlighted lots to go for on combined ratio if you read across from direct line.

Aviva investors looks sensible but the digital proposition looks subscale and rubbish anyway.

It’s not many execs that vote for a slimmed down version but I think a U.K. focussed composite is the route to max value.

[dr biotech] 06/7/2020 21:11

Press seems to suggest a more radical approach lies ahead, and it’s MTs wife that is unfortunately ill. Most say similar things, possible break up or sell off

[eurofox] 06/7/2020 18:00

you are welcome

[whatsup32] 06/7/2020 17:59

You are . Welcome

[1robbob] 06/7/2020 17:58

Just making sure I am on the correct thread for the future?

[whatsup32] 06/7/2020 17:40

Agreed, spud has done a good job here.
Thank you

[eurofox] 06/7/2020 17:34

I agree - I prefer the moderated environment and the knowledgeable posters, so lets use this thread

[whatsup32] 06/7/2020 17:31

Spud has the other moderated so we don’t get idiots and trolls . How about we go there as you say some good posters there

[whatsup32] 06/7/2020 17:29

I’m happy here spud . Just thought it would be good for all regular posters to be on one place

[spud] 06/7/2020 17:20

I started this thread by popular request due to the volume of to55ers on the other one. This one is moderated, the other is a free-for-all. spud

[cyberian] 06/7/2020 17:18

Agree..I prefer this thread personally, although a few excellent posters on the other.

[whatsup32] 06/7/2020 17:10

We seem to have two threads running at the same time Aviva and Aviva Plc .

Can we post just on one , would be simpler for all and we won’t miss posts .

Just asking

[whatsup32] 06/7/2020 17:08

We seem to have two threads running Aviva and Aviva PLC .

Any chance we can post just on one , just asking as it would be simpler for all.

[whatsup32] 06/7/2020 17:05

Trust me . In this case arriving is better .

[whatsup32] 06/7/2020 16:35

FT

Personality clash behind departure of top female Zurich executive.

Amanda Blanc quit after 8 months into job siting personality clash

[adelwire2] 06/7/2020 16:23

OK day. Promising news

[yf23_1] 06/7/2020 16:07

Well the prefs have put in quite a rise up which actually started last week.
Why would that be. Two thoughts cross my mind: less chance of a rework of buying the prefs back at par fiasco, and, maybe a lean towards buying them back in the market.

[dr biotech] 06/7/2020 14:33

I’d agree, more outsider than insider. Let’s give her a chance, 12 months maybe longer in these exceptional times.

[gary1966] 06/7/2020 14:29

I would argue that she is hardly an insider having only been there as a non-exec since January.

[asagi] 06/7/2020 14:24

Why don’t Board just come out say it ‘we screwed up sacking Wilson’

hard to believe that shareholders would be any worse off.

Asagi (long AV.)

[whatsup32] 06/7/2020 13:37

Why don’t Board just come out say it ‘we screwed up hiring Tulloch’

It would appear they started looking for someone as soon as they hired Tulloch


We have been telling them that for a year

[eurofox] 06/7/2020 12:30

from the telegraph:

"George Culmer, who was appointed as Aviva’s chairman in May, thanked Mr Tulloch for his work at Aviva since joining in 1992 and said the board was saddened by the personal reasons behind his departure but had been able to run an extensive recruitment process. "

[asagi] 06/7/2020 12:18

blimey. Remember the excuses when it took them an age to find a replacement for Mark Wilson, 'scour the earth' type stuff?

Well now one exec has gone and been replaced over the course of a weekend.

Astonishing governance. How easily process has been discarded.

Asagi (long AV.)

[uppompeii] 06/7/2020 12:13

Right, pay the divi and break the company up. Didn't do L&G any harm.

[1robbob] 06/7/2020 12:07

At long last, this is going to be an exciting and profitable ride from here!!!!. But let's all remember that in Investment, more often than not...'The thrill of travelling is better than the arriving'